AdhocTaxWithheldAmount
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
A unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:FEDERALSTATENRABACKUP
The actual dollar amount withheld for taxes
Example:100
The portion of the transaction amount eligible for taxation
Example:100
Indicates whether the transaction is taxable
FullSurrenderQuotePayeeOrBeneficiary
objectA unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
The percentage of the total disbursement allocated to the payee
Example:100
A unique identifier for the financial institution handling the transaction
Example:Bank_1
Example:20
FullSurrenderQuoteResponseParties
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
The percentage of the total disbursement allocated to the payee
Example:100
A unique identifier for the financial institution handling the transaction
Example:Bank_1
A unique identifier for the address associated with the payee or policyholder
Example:1
FBO - For Benefit Of, FFC - For Further Credit. (To notate a second beneficiary or to designate a person or organization when funds are disbursed out)
Example:John Doe
TBD
Example:20
FullSurrenderOrSystematicProgramQuoteResponse
objectThe unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
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TransactionReason
stringThe specific reason or purpose for the transaction being processed
Allowed values:ONETIMEPREMIUMGRACEPERIODPREMIUMREINSTATEMENTPREMIUMEXCHANGE1035SURRENDERAMOUNTEXCESSTOMECAMOUNTEXCESSTOGUIDELINECURRENTVALUECOSTBASISGUIDELINESINGLEPREMIUMGUIDELINELEVELPREMIUMSEVENPAYPREMIUMTOTALYTDPREMIUMAMOUNTFACEDECREASECOVERAGEINITIALPREMIUMEXPIRATIONCOMPLIANCESTARTINGPRICELUMPSUMFIVEYEARDEFERRALSPOUSALCONTINUATIONDISCOUNTCONTROLBUSINESSINDICATORNATIONALCHANGEOFADDRESSDATEOFDEATHINITIALDEATHNOTIFICATION